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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,299 | $51,708+235.1% | $106,619+62.5% | $62,881+175.6% |
| Participation rate | 97.1% | 66.9%+30.2pp | 78.0%+19.1pp | 69.3%+27.8pp |
| Annual return | -1.34% | 4.69%-6.0pp | 9.42%-10.8pp | 20.14%-21.5pp |
| Employer contribution / active EE | $2,497 | $1,764+41.6% | $3,947-36.7% | $2,281+9.5% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,755 | $3,349+191.3% | $6,418+52.0% | $4,296+127.1% |